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Chevron

2,560 hedge funds and large institutions have $135B invested in Chevron in 2021 Q1 according to their latest regulatory filings, with 226 funds opening new positions, 1,214 increasing their positions, 878 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,560
Holders Change
+90
Holders Change %
+3.64%
% of All Funds
45.08%
Holding in Top 10
69
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+68.29%
% of All Funds
1.22%
New
226
Increased
1,214
Reduced
878
Closed
109
Calls
$2.27B
Puts
$1.94B
Net Calls
+$324M
Net Calls Change
+$302M
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
1976
Salvus Wealth Management
New Jersey
$461K +$44.4K +431 +11%
CCP
1977
Cardan Capital Partners
Colorado
$460K +$16.8K +160 +4%
AA
1978
AF Advisors
California
$458K -$293K -2,800 -39%
HA
1979
Harbor Advisors
Florida
$458K
LSAG
1980
Lake Street Advisors Group
New Hampshire
$456K +$3.46K +33 +0.8%
ARG
1981
Advisory Resource Group
Oklahoma
$455K -$10.5K -100 -2%
EWM
1982
EPG Wealth Management
Georgia
$455K +$455K +4,340 New
RW
1983
Rede Wealth
Virginia
$454K +$35.7K +341 +9%
PWAG
1984
Polaris Wealth Advisory Group
California
$454K +$85.9K +835 +23%
GCP
1985
GSA Capital Partners
United Kingdom
$453K -$41.2K -393 -8%
TCM
1986
Traynor Capital Management
Pennsylvania
$443K +$77K +736 +21%
GAAM
1987
Guinness Atkinson Asset Management
California
$442K
DWM
1988
Defined Wealth Management
Oregon
$442K +$314 +3 +0.1%
TGAM
1989
TBH Global Asset Management
Tennessee
$442K +$628 +6 +0.1%
RPWA
1990
Regent Peak Wealth Advisors
Georgia
$441K +$7.02K +67 +2%
BWM
1991
Birchcreek Wealth Management
Ohio
$441K +$21.5K +205 +5%
OWA
1992
Octavia Wealth Advisors
Ohio
$441K +$56K +534 +15%
NF
1993
Nikulski Financial
Iowa
$439K -$8.91K -85 -2%
CWM
1994
Cabot Wealth Management
Massachusetts
$438K +$733 +7 +0.2%
SAM
1995
Summit Asset Management
Tennessee
$438K +$14.6K +139 +3%
CWP
1996
Concord Wealth Partners
Virginia
$438K +$242K +2,314 +124%
PA
1997
Probity Advisors
Texas
$437K +$437K +4,175 New
DC
1998
DeDora Capital
California
$435K +$42.9K +409 +11%
DDC
1999
DF Dent & Co
Maryland
$434K -$10.4K -99 -2%
DI
2000
DFPG Investments
Utah
$434K +$24.7K +237 +6%